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The family office book: investing capital for the ultra-affluent
Author
Publisher
John Wiley & Sons
Publication Date
c2012
Language
English
Description
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Table of Contents
From the Book
Introduction
Part 1. Family Office Fundamentals
Chapter 1. The Family Office Industry
What Is a Family Office?
The Family Office Universe
The History of Family Offices
State of the Family Office Industry
Who Uses a Single or Multi-Family Office?
Why Family Offices?
More Money, More Problems
Family Office Industry Conferences
Conclusion
Chapter 2. Family Office Services
Ultra-Affluent Clients Have Different Needs
Family Office Services
Additional Benefits and Life Management Services as a Competitive Advantage
Single versus Multi-Family Office Services
Differences in Global Family Office Service Offerings
Conclusion
Chapter 3. Family Office Operations
Outsourced Model
Family Office Team Members
Family Office Investment Committees
Board of Advisors
Family Office Governance
Individual Family Governance
From CPA to Family Office CEO
Family Office Service Providers
Developing a Well-Oiled Family Office Machine
Implementing Processes, Procedures, and Systems in Your Family Office
Conclusion
Chapter 4. The Ultra-Affluent's Guide to Selecting a Family Office
Starting a Single Family Office versus Joining a Multi-Family Office
Objective Family Office Selection Advice
What Do You Want?
Character Judgments
Seven Critical Family Office Questions to Ask
Family Office Veteran Quotes on How to Select a Family Office
Family Office One-Pager Evaluation Form
Conclusion
Chapter 5. Family Office Marketing
Your Client Avatar
Crystal Clear Edge
Brian Tracy Interview Excerpt on Capital Raising
Capital Raising Trifecta
Capital Raising Funnel
Storytelling
Persuasive Writing (Copywriting)
Brian Hughes Interview on Family Office Business Development
Conclusion
Part 2. Family Office Veteran Interviews
Chapter 6. Single Family Office Interviews
Family Office Interview with Michael Connor of Consolidated Investment Group
Family Office Interview with Elizabeth Hammack of CM Capital Corporation
Family Office Interview with Frank Casey
Family Office Interview with John Grzymala
Family Office Interview with Matthew Andrade, Director of Investment Analysis at Kinnear Financial
Family Office Interview with Angelo Robles, President of the Family Office Association
Conclusion
Chapter 7. Multi-Family Offices Interview Transcripts
Family Office Interview with Charles Grace of Threshold Group
Family Office Interview with Lukas Doerig of Marcuard Family Office
Family Office Interview with Jeff Colin, Founder of Baker Street Advisors
Family Office Interview with Thomas Melcher of Hawthorne Multi-Family Office
Family Office Interview with Greg Kushner, Founder of Lido Advisors
Family Office Interview with Bob Benson, Chief Investment Officer of Laird Norton Tyee
Conclusion
Part 3. Family Office Mechanics
Chapter 8. Family Office Investments
Traditional Investments
Alternative Investments
Venture Capital and Angel Investor Investments
Infrastructure Investments
Hard Asset Investments
Family Office Investment Process
Three Family Office Portfolio Construction Models
The Operating Business Sandbox Model
The Diversified Institutional Model
The Hybrid Model
Family Office Investment Committees
Investment Committee Examples
Strategic versus Tactical Asset Allocation
Institutional Consulting Firms and Family Office Investing
Family Office Interview with David Thomas, CEO of Equitas Capital Advisors, LLC
Conclusion
Chapter 9. Fund Manager Selection and Deal Row
The Six-Step Fund Manager Selection Process
Managed Account Trends
Fund Manager Preferences
Global Fund Manager Due Diligence
Family Office Partnerships with Fund Managers
Managing Deal Flow Overload
Objective Character Analysis
The 6 Cs of Character Analysis
Family Office Interview with Evan Cooperman of Artemis Wealth Advisors
Conclusion
Chapter 10. The Future of the Family Office Industry
There Is No Family Office Industry
Shifting Investment Criteria
Family Office Job Growth
Family Office Training
New Global Hot Spots
Four Global Drivers of Family Office Industry Growth
Conclusion
Conclusion
Appendix: Family Office Newsletter
About the Author
Qualified Family Office Training
Index
Excerpt
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Author Notes
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Staff View
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